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1 answer
  1. Divya Chauhan (Kcloud Technologies) Forum Ambassador
    Today, 7:12 AM

    Hello @suryateja anneboina

     

    Follow the steps below - 

    1. Start with the  

    https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-platform-developer-i-credential

     

    trail on Trailhead. 

    2.Check out the Trailblazer Community there are groups like Platform Developer 1 Certification Study Group where you can connect with mentors and peers prepping for the same exam. 

    3. Use a Trailhead Playground to practice coding challenges like Apex trigger and SOQL queries. 

    4. Followthe  below docs- 

    Certification - Platform Developer I

     

    Platform Developer I Certification Guide

     

    Prepare for Your Salesforce Platform Developer I Credential Trailmix |

     

    Platform Developer I Exam Study Guide & Resources

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Hi, 

 

As per my investigation, I found that RagFileUDMO is not refreshed after creating a new Data Library or updating the existing one. 

After I uploaded new files to the File-Based Data Library, I can see that AiGroundingFileRef_Home data stream has been successfully refreshed, and the new files are under this data model. However, the new file contents are not refreshed to RagFileUDMO__dlm, so Search Index data is not updated after rebuilding, and my agent can't find the answer from the new files. 

It was working fine before, I'm not sure if there's any release update on Agentforce Data Library or anything I'm missing here. 

 

Has anyone experienced this issue, and any advice to fix this? 

 

Thank you. 

 

#Data Cloud  #Agentforce

2 answers
  1. Today, 7:11 AM

    Hi @Divya Chauhan

     

    I believe RagFileUDMO__dlm is supposed to be refreshed once we update the Data Library, so I tried adding/removing files a few times, and even created a new data library, but it's still not refreshed. 

    Or is there another way to manually refresh RagFileUDMO__dlm?

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Has anyone successfully implemented the tracker and consent API lately? 

 

Adapted the code in similar ways as per  

https://developer.salesforce.com/docs/marketing/pardot/guide/tracking-and-consent-use-cases.html

  to send clicks on single page apps as page views. 

 

All clientside scripts are confirmed to be executing and triggering well but pdt('sendPageView') is not registering new page views in Pardot. 

 

Any help ?

2 answers
  1. Today, 7:09 AM

    Thanks @Ashwini Garwandha

     

     

    Viewed those resources b4.  The resource at

    https://developer.salesforce.com/blogs/2022/02/how-to-work-with-pardots-new-tracking-consent-javascript-api

    has incorrect codings by the way due to 2 factors: 

     

    <!-- example menu navigation -->

    <a href="/home">Home</a>

    <a href="/about">About</a>

    <!-- end example menu navigation -->

     

    The above is missing reference "class" to add event triggers to. 

     

    navLinks[i].addEventListener('click', trackView(navLinks[i].text), false);

     

    The above will simply "fire" off the trackView function as it runs and loops as IIFE. Not as a function when the button or link or element is clicked. 

     

    Network request is triggering, whenever button is clicked. Network request is also registering for initial tracker load on page load too via the network request views. there's also no errors thrown from pdt.js 

     

    Doing further tests today and for some reason, it's no longer registering any page views at all today since 15th May. Is there like an anti-spam trigger to ignore pageview triggers after certain cap ? How can i work around that for testing purposes? 

     

    Also, please advise if Campaign ID is a must. ta 

     

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Hey team! I'm working on the Agentforce Data Library

feature — this lets users connect different data sources so their agents can ground responses in their organization's data. 

So far, we support:

  • Salesforce Knowledge
  • Files (PDF, HTML & text files)
  • Websites
  • Custom retrievers (for Data Cloud customers)

I'm putting together a repository of use cases/agents where data grounding is important, and I’d love your input! Specifically, I’m looking to collect:

  1. Different grounding use cases you've seen or heard of
  2. Common data source types our customers are using today

Drop your thoughts in the comments — any examples would be helpful!

1 answer
  1. Today, 7:06 AM

    Dear @Nisha Rastogi

    ! Sth. different, not really what you were asking for but a huge demand and use case is on the size limit of data libraries. Extending that would be a huge benefit and make data libraries so much more interesting for a lot of customers.  

     

    E.g. we do have around 4GB of PDF files that need to act as a data source and finally end up as one search index being usable in a prompt template. Having them all in one data library would be a dream come true. :-)

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Hi,

 

When ingesting data into Salesforce Data Cloud, is it possible to filter objects based on relationships to other objects using formula fields or something like SOQL logic? For example, I want to ingest only

Contacts that are linked to a Location with a specific Location Area.

Also, what would be the most cost-efficient way to achieve this? I'm particularly looking for an approach that minimizes credit consumption in Data Cloud. Would it be better to pre-filter the data externally (e.g., in the source system or via a middleware like MuleSoft), or is there a recommended native method within Data Cloud that avoids ingesting unnecessary records?

Thanks! 

KM 

 

#Formulas  #Data Cloud

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Hey team! I'm working on the Agentforce Data Library

 feature — this lets users connect different data sources so their agents can ground responses in their organization's data. 

So far, we support:

  • Salesforce Knowledge
  • Files (PDF, HTML & text files)
  • Websites
  • Custom retrievers (for Data Cloud customers)

I'm putting together a repository of use cases/agents where data grounding is important, and I’d love your input! Specifically, I’m looking to collect:

  1. Different data grounding use cases you've seen or heard of
  2. Common data source types our customers are using today

Drop your thoughts in the comments— any examples would be super helpful!

1 answer
  1. Today, 7:06 AM

    Data library research is compelling. As a use case, we leveraged it to build agents for sales rep requiring product discount information. We uploaded an unstructured PDF containing product-tiered discounts, enabling prompt agent actions via the data library. The results were impressive. 

     

    Hopefully i'll be exploring the website thing in couple of days will let you know the results.

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Hello, 

We have set up an agent with the Order Inquiries topic.

The flows related to the actions run correctly and display the expected output when debugging the flow. 

 However, within the agent, the actions still fail to return any output — as shown in the two screenshots.

 

Custom action - Order inqueries

 

error2.png

 

Any insight would be greatly appreciated! Has anyone faced a similar issue? 

2 answers
  1. Today, 7:00 AM

    Give atleast read access to all the objects and feilds used insde the flow to the Agent user. Also define the Scope inside topic correctly. Also, while creating the action tick the checkbox where it says "Show in conversation" to the output you like to display.

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We have a scenario where technicians are being assigned service appointments for longer distances during the middle of the day. First and last appointments are scheduled according to our maximum travel time from home, but in between, we are experiencing too much driving. Please let me know if we have any solutions for this issue.

2 answers
  1. Today, 6:54 AM

    Hi @Lora Huginson, Interesting but how do you achieve "soft limit on max travel time between appointments using work rules"? There is not work rule for this in SFS? 

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Mailsware EML Converter is the best tool to convert EML files into multiple formats along with attachments and other information. The software easily support to export EML files generated form any EML based platform.

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10 answers
  1. Today, 6:52 AM

    Convert EML files into CSV file format by using MailConverterTools EML Converter Tool, the software removes duplicate emails from the conversion process without any data alteration. It efficiently converts EML files to CSV, MSG, MBOX, EMLX, PDF, GIF, JPG, JPG, HTML, MHTML, PNG, DOC, DOCM, DOCX, and JSON. It helps users to import EML files into Office 365, Gmail, Google Workspace, Yahoo Mail, etc. Moreover, it also gives you an amazing preview email feature that helps users to filter the mailbox files based on a particular date range. 

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I am trying to setup einstein data library for my custom service agent.

 

1. Proceeding with Knowledge

 

Here, I am selecting Title and Summary as the identifying field. Now whenever I am clicking on save it throws me an error. 

 

Note : I published more than 10 articles in the knowledge object.

Unable to Setup Einstein Data Library

 

2. Proceeding with File Upload.

 

I am uploading one pdf file and it throws me the below error.

Screenshot 2024-12-16 212915.png

 

I have a system admin profile and I have Data cloud admin, Data Aware Specialist permission set assigned.

 

#Data Management  

9 answers
  1. Today, 6:50 AM

    Hi @Neeladri Chakraborty, @Brian Shea, @Mahesh K George

     

    I am also facing the same issue while uploading files in agentforce data library. I have created this fresh developer org with data cloud then i setup data cloud.

    Hi , , , I am also facing the same issue while uploading files in agentforce data library. I have created this fresh developer org with data cloud then i setup data cloud.

     

    I checked and already have Salesforce CRM active connection. I also give required permission as per below documentation. 

    Screenshot 2025-05-14 102332.png

     

    https://help.salesforce.com/s/articleView?id=data.c360_a_unstructured_data_connect_content_document.htm&type=5

     

    And also getting second issue where include file attachment is disable. But when i created Data stream, DLO, DMO for content version, content document, content document link and mapped DLO with DMO as per above documentation i am getting notes and attachment data and i am able to view it in data explorer. But when i create search index include file attachment is disable. 

    Screenshot 2025-05-14 102709.png

     

    If you guy's found any solution for this it will be very helpful. 

     

    https://help.salesforce.com/s/issue?id=a028c00000zkEHLAA2

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